Samsung and SK hynix deploy cooling packaging on HBM4E chips
Both memory makers are re-engineering package thermal paths and copper bonding to contain heat dissipation bottlenecks on…
Why It Matters
What a development means for global investors, buyers and supply chains.
Li Auto and EV rivals drop CATL to build in-house batteriesMembers
Regulatory filings and supply shifts show automakers reallocating cell procurement to CALB and Sunwoda while assembling…
HD Hyundai Draws U.S. Navy Focus on Anduril $6.6B Project
South Korea's top shipbuilder faces rising interest in its U.S. defense ties following Anduril's Maryland submarine plant deal,…
TSMC widens CoWoS supply chain with $2 billion US interposer deal
A five-year agreement with GlobalFoundries establishes the first US manufacturing source for AI silicon interposers, challenging…
LG Energy Solution shifts battery output to AI data centers
South Korean battery makers accelerate grid storage production as Nvidia certifies containerized energy systems to cushion sudden…
Samsung and SK hynix Target Robot DRAM as Demand Multiplies
Average memory per humanoid will more than double to 39 gigabytes by 2030, shifting packaging requirements toward low-power LPDDR…
CATL separates battery specs as 600 kW charging tests grids
The world’s largest cell maker clarified that its six-minute recharge belongs to an 800-kilometer chemistry, while utility…
CATL overtakes LG Energy Solution in global battery patents
A 10-year tally showed the Chinese cell maker accumulated 26,574 simple patent families through September, surpassing its South…
LG Energy Solution Binds $4.3B Tesla Pact to Grid Storage
The 5.94 trillion won Michigan contract will supply lithium iron phosphate cells for Megapack units from 2027, with no electric…
Hanwha Ocean and Samsung Heavy diverge on currency hedgingMembers
A 12% rebound in the South Korean won exposes unhedged shipbuilder order books, contrasting Samsung Heavy's locked-in cash flows…
Stratacache lists former SK hynix Oregon chip fab for sale
The 197-acre Eugene campus with 170,000 square feet of cleanroom space returns to the market after local zoning officials blocked…
Chinese tiremakers invest 40 billion yuan to build in EgyptMembers
Securities filings show six manufacturers are shifting assembly lines and chemical feedstock offshore to bypass Western…
Rapidus holds 2nm chip timeline as 17 partners join network
The Japanese venture keeps its 2027 mass-production goal while enlisting Cadence and Synopsys to lower design barriers against…
China Rare Earth Group faces feedstock curbs from Myanmar
Cross-border shipments of heavy rare earth feedstocks remain throttled after conflict in Kachin State cut Chinese imports under…
AMD weighs Samsung foundry alliance to ease reliance on TSMC
Lisa Su said in Seoul that the chipmaker is exploring production with Samsung Electronics, testing a hedge against single-foundry…
HD Hyundai Heavy Industries faces delivery risks after wage rejection
Union members voted down a record compensation package, threatening dock operations and liquefied natural gas carrier delivery…
Samsung revamps HBM thermal packaging to challenge TSMC supply lead
The South Korean chipmaker pairs 4nm base dies with hybrid copper bonding to curb thermal resistance by 20% as Nvidia demands…
Chalmers maps automotive gallium recovery under China curbs
A Swedish study shows automotive electronic waste yields almost no gallium or germanium, while industrial bauxite residues hold…
LG Energy Solution clarifies $4.3B Tesla energy storage deal
The 5.94 trillion won pact signed in 2025 provides Michigan-made lithium iron phosphate cells for Tesla Megapack 3 units rather…
Korean cathode makers pivot to LMR to halt Chinese LFP gains in EVs
South Korean materials firms accelerate cobalt-free chemistries after non-China market share for domestic cell producers slid…
CATL Separates Six Minute Fast Charging From 1,000 Km Range
Disclosures confirm China's leading cell maker splits extreme charging and ultra-long range across distinct LFP and NCM…
J.P. Morgan adds two Samsung Heavy VLGCs to expand gas fleetMembers
The 307.4 billion won deal pushes the Korean shipyard past its annual commercial target and tightens Geoje berth availability for…
Cameco backs $120B US-Korea nuclear pact for eight reactors
A one-off patent waiver clears up to two Korean APR1400 units on American federal land while securing a $4.0 billion licensing…
BYD Widens BEV Lead Over Tesla to Record 275,946 Cars in Q3Members
Chinese automaker delivered 762,478 pure electric vehicles in the third quarter, outstripping Tesla by 56.7% as vertical battery…